Institutional Ownership Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO). We have compiled data on the 3,828 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $315 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
390,586
shares
|
$241 Million
7.23% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
385,606
shares
|
$238 Million
1.54% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
385,386
shares
|
$238 Million
0.18% of portfolio
|
Q1 2024
Reduced 45.62%
|
|
|
Lincoln National Corp
|
Nov 06, 2025 Q3 2025 |
383,188
shares
|
$236 Million
6.73% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
376,933
shares
|
$233 Million
7.42% of portfolio
|
Q2 2023
Added 55.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
376,873
shares
|
$232 Million
2.87% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
374,407
shares
|
$231 Million
14.56% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
373,682
shares
|
$231 Million
18.39% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
New York Life Insurance CO
New York, NY |
Nov 04, 2025 Q3 2025 |
372,170
shares
|
$230 Million
70.59% of portfolio
|
Q1 2025
Reduced 39.84%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
370,417
shares
|
$229 Million
5.81% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
363,119
shares
|
$224 Million
10.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
362,580
shares
|
$224 Million
3.12% of portfolio
|
Q2 2025
Added 22.92%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
360,660
shares
|
$222 Million
22.96% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
358,620
shares
|
$221 Million
8.49% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
356,717
shares
|
$220 Million
7.22% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
356,169
shares
|
$220 Million
45.04% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
354,843
shares
|
$219 Million
10.29% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
354,724
shares
|
$219 Million
3.37% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
352,242
shares
|
$217 Million
1.24% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Powers Capital, LLC
San Francisco, CA |
Aug 08, 2025 Q2 2025 |
350,822
shares
|
$216 Million
99.09% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
349,164
shares
|
$215 Million
0.73% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
347,167
shares
|
$214 Million
0.28% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
346,108
shares
|
$214 Million
2.79% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
345,340
shares
|
$213 Million
23.47% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
344,195
shares
|
$212 Million
4.68% of portfolio
|
Q3 2025
Reduced 21.87%
|